GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT of SANDUSKY, OH is an SEC-registered investment adviser (CRD 140440). Regulatory assets under management: $71.0M.

Registration

• CRD: 140440
• Type: Registered investment adviser
• Location: 1325 HULL RD, SANDUSKY, OH, 44870
• Phone: 419.626.3900
• Latest filing: 2026-03-31
• Regulatory AUM: $71.0M
• Discretionary AUM: $67.0M
• Non-discretionary AUM: $4.0M
• Clients: 3
• Accounts: 287

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140440 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search